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Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
2476
Riverbend Wealth Management
South Carolina
$419K +$15.4K +231 +4%
CNTOF
2477
Canandaigua National Trust of Florida
New York
$419K -$26.6K -399 -6%
PGWM
2478
Parisi Gray Wealth Management
New Jersey
$418K – – –
TIA
2479
Trust Investment Advisors
Indiana
$418K +$60K +898 +18%
ACM
2480
Accent Capital Management
Ohio
$417K +$12.5K +187 +3%
OFS
2481
Orrstown Financial Services
Pennsylvania
$416K -$83.5K -1,250 -18%
OBWG
2482
Onyx Bridge Wealth Group
New York
$416K +$5.08K +76 +1%
BS
2483
Brighton Securities
New York
$416K +$25.8K +387 +7%
TIM
2484
Total Investment Management
Arizona
$414K -$16.2K -242 -4%
AGC
2485
Aspen Grove Capital
Colorado
$414K +$89.1K +1,334 +30%
CYG
2486
Clean Yield Group
Vermont
$414K – – –
CWMK
2487
Caliber Wealth Management (Kansas)
Kansas
$413K +$386K +5,773 New
TF
2488
Trek Financial
Arizona
$412K -$746K -11,168 -66%
DAM
2489
Doheny Asset Management
California
$412K – – –
LWM
2490
Lyell Wealth Management
California
$410K +$30.1K +450 +9%
EW
2491
Element Wealth
Mississippi
$407K -$19.8K -296 -5%
MWM
2492
Marietta Wealth Management
Georgia
$407K -$38.1K -570 -9%
ACM
2493
Adalta Capital Management
New York
$406K – – –
SPWG
2494
Sage Private Wealth Group
Illinois
$406K -$13.4K -201 -3%
OAM
2495
Oak Asset Management
California
$406K -$21K -315 -5%
PMFA
2496
Plante Moran Financial Advisors
Michigan
$405K +$69.2K +1,036 +22%
SL
2497
Sentry LLC
Tennessee
$404K +$36.9K +552 +11%
WAM
2498
Walker Asset Management
Missouri
$404K – – –
CFGA
2499
Cambridge Financial Group (Arizona)
Arizona
$403K +$113K +1,689 +43%
CA
2500
Crumly & Associates
Illinois
$403K +$4.81K +72 +1%
98 99
100
101 102